For every file you can create tasks to capture what still needs to be done in its context. Tasks can be assigned to people, given due dates and tracked together as a team – all directly on the respective file.

1. Open a file’s tasks

Open the desired file. In the top right – on the Infos tab – you’ll find a row of action icons. Click the tasks icon (clipboard with a checkmark). The Tasks window opens with all tasks of this file. If there are none yet, the note “No Tasks …” appears.

A file’s Tasks window with the “Create Task” button highlighted

Use the filter icon at the top to narrow the list when there are many entries. In the bottom right is the Create Task button.

2. Start a new task

Click Create Task. Now choose how you’d like to start:

  • From scratch – starting with an empty task enables a tailored and flexible way of working.
  • Select from a Template – you adopt a prepared template and adjust it.
The choice between “From scratch” and “Select from a Template”

You then fill the task with a title, assignees, a due date and further details.